Investment Specialist-Affluent-Priority-Regional sales

Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category – A priority customers

Sources new bank customers through external individual efforts and acquisition channel

Ensures high levels of customer service orientation and application of bank policy

Cross sells bank products to existing set of Customers

Informs customers of new products or product enhancements to further expand the banking relationship

Plans and conducts special sales initiatives and events for prospective and existing clients

Coordinates with other group companies to provide seamless access to other products

Maintains complete relationship record for assigned customer accounts

Job Requirements:

· Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer services 

· Mis Generation

• Graduate - 4 -6 years of experience AMFI / IRDA
• Post Graduate - 2 -4 years of experience AMFI / IRDA